Insights
Eastern European Equities: Close to a Re-Risking Catalyst
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AI: Is It All Over?
DeepSeek AI, a Chinese startup, has recently made headlines with its latest AI model, DeepSeek-R1.
Seizing 2025: LGPS Opportunities in European Real Estate Debt
This article discusses the outlook for the European real estate debt market for 2025 and the consequent opportunities for institutional investors.
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Real Estate Debt Roundtable with CAMRADATA
David Renshaw, Managing Director and Co-Head of European Debt Strategies recently took part in CAMRADATA’s Real Estate Debt Roundtable. David discussed the longstanding dilemma of where real estate debt sits within asset owners’ strategic asset allocation. He also highlighted how falling values and rising base rates in 2023 are prompting investors to turn their attention to real estate debt.
Unpacking the Puzzle of the ‘Magnificent 7’
Why investing in monikers like the ‘Magnificent 7’ for AI exposure will only end in tears
Introducing The Fiera Atlas Global Companies Strategy Philosophy
The Fiera Atlas Global Companies Strategy team is delighted to introduce their philosophy by kicking off their video series, featuring Simon Steele, Portfolio Manager and Head of Fiera Atlas Global Companies Team.
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Introducing the new Fiera Atlas Global Companies Strategy
In this video Simon Steele, Portfolio Manager, is asked 4 questions about the Fiera Atlas Global Companies Strategy and explains what makes the Team’s process and philosophy different.
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